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Mar 22, 2013 4:00pm EDT
to be probe more defensive in nature than cyclical. we're going to see a little bit of pause in the preference for risk assets, given concerns in cyprus, also some weak economic data coming out of germany. so, clearly, we're going to have a little bit of pause in risk. you're going to see some of the more defensive asset classes, health care, other high dividend-paying sectors, potentially doing better in the near-term. however, for the rest of the year, i continue to think that more cyclically sensitive industrials like technology can do better. >> and what do you think about -- >> i think there's got to be more offense. >> go ahead, say it again. >> maria, i think there's got to be more offense. that the auto and housing story is still in tact. that the energy infrastructure story for the u.s. is very much in tact. dresser and trinity are two plays there, and those are stocks we've talked about throughout this year. and they're going to be the stocks we're talking about in december of this year still. >> maria, i agree you have to play -- >> go ahead. >> i agree that you want to be playing o
Mar 25, 2013 4:00pm EDT
's outperforming. i think there's a lot of monies going toward these defensive plays. yet the small caps are marching to their own tune, drum beat. that's a sector we continue to favor. >> alan valdes, what do you expect this week? we've got a holiday. cyprus, too. >> i think you keep your eye on cyprus. see if there's a run on the banks. otherwise a slow week. news is going to be kind of slow unless it's coming out of europe. we've got a short week, too. i think we'll trend here and probably trend up later on in the week. >> see what happens. thank you, all. dani, thanks for sticking around. >>> meantime, the s&p did shy away from its record high hit in october of 2007. has the dow pulled back from that new intraday high. let's get josh lipton to break down for us the day's winners and losers. >> bill, let's review what ended in the green and in the red in today's session. notable winners today, apollo group. your best performing stock in the s&p 500. apollo besting expectations and planning to buyback up to 250 million of its stock. other gainers today, cliffs natural resources. mcgraw
Mar 19, 2013 4:00pm EDT
're becoming more pro-cyclical, if you will, as opposed to defensive. because valuations, again, we think offer a tremendous amount of support. and if we see any kind of uptick in activity, let alone confidence restored in the current level of activity, that should be good for things like materials as well as industrial sector. in addition, energy continues to look attractive. so, again, a very pro-cyclical stance, but one we think is very appealing from a value situation standpoint. >> okay. and in terms of sectors leading growth, same question to you both. what do you think? >> we're going to add on to that list. things like the regional financials the that have exposure to the reshoring of manufacturing and the energy sector. i think energy drives a lot of interesting peripheral activity. strengthen the rails and other transports, we think will also be beneficiaries here, as well as infrastructure play as well as mlps. >> do you agree with that? >> i like health care, but i also like consumer, and even though the consumer doesn't have as much confidence as they had before, i think in terms o
Mar 18, 2013 4:00pm EDT
constantly. so you're always on the defense. i think as far as the banks are concerned, and as far as, you know, what happened on friday with jpmorgan is concerned, it is clear that you have across the aisle, bipartisan support to go after the financials and go after the banks. the banks now being so well capitalized are also a great place to go and try to exact money. exact funds. that's certainly what the consumer finance protection bureau is doing. i think that's what a.g.s are going to do. it will be a steady beatdown. there's nothing going to be as huge as the mortgage clickback. it will be an omnipresent concern. i think that's why you see a certain portion of discount in the stocks. >> it doesn't bother you about bank of america. that's the stock you said is the most owned for 2013? >> all this is factored into bank of america. but bank of america has the most operating leverage of any of these big financials. so, wryeah, it always bothers m. but they have so much stuff in the rear-view mirror as opposed to maybe some other banks. >> what's your take on jpmorgan? i mean, watching th
Mar 20, 2013 4:00pm EDT
weakness in the data, we'll recommend to investors they begin to get more defensive, alternatively, if we see good data, we'll continue to ride the wave of the fed-induced liquidity tsunami. >> all right. we'll be watching. gentlemen, thanks very much. a lot of stuff to get prepared for tomorrow. we'll see you soon. thank you. >>> up next, my observation on what's happening in this market. ♪ [ laughter ] ♪ [ female announcer ] each one of us is our own boss. ♪ and no matter where you are in life, ask your financial professional how lincoln financial can help you take charge of your future. ♪ [ male announcer ] this is a reason to look twice. the stunning lexus es. get great values on your favorite lexus models during the command performance sales event. this is the pursuit of perfection. departure. hertz gold plus rewards also offers ereturn-- our fastest way to return your car. just note your mileage and zap ! you're outta there ! we'll e-mail your receipt in a flash, too. it's just another way you'll be traveling at the speed of hertz. >>> and >>> and finally today, my observati
Search Results 0 to 4 of about 5